8.5
Spot Score
Revolutionize your proposal process with ClientPoint.
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ClientPoint offers custom pricing plan
ClientPoint has garnered remarkable praise from users over the past 12 months. The standout feature is its ability to streamline proposal creation, offering quick solutions tailored to clients' needs. Users appreciate the professional look of eBrochures and proposals, customizable to specific client problems. The seamless integration with CRM systems and ...Read more
Speeds up proposal creation, helping to close deals faster and improve sales efficiency.
Allows for customization and tailoring of proposals to individual client needs.
Provides seamless integration with CRM software, enhancing tracking and analytics capabilities.
User-friendly interface with easy navigation and intuitive features.
While highly customizable, the rich feature set can be overwhelming for new users without adequate support.
Limited selection of apps and connectors in the Marketplace restricts advanced functionalities and integrations.
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Showing 41-50 out of 196
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Raisa (Rya) M
07/10/17
"I love Paperless Proposal!"
What do you like best about ClientPoint? I like that we are able to create our own merge documents which allow our reps to fill in missing information to customize each proposal. The support team at Paperless is extremely helpful and attentive to any and all of our needs.
AU
Anonymous User
07/10/17
"Satisfied user"
What do you like best about ClientPoint? The analytics are invaluable. Able to see when you prospect receives the document, how long they spend on a particular page, and in all an engaging experience that simply allows one to take their efficiency to the next level. Top flight platform!
AS
Alana S
06/27/17
"Excellent system"
What do you like best about ClientPoint? This system if very easy to use. Additionally, the tracking feature gives you a better idea of your win/loss rate What do you dislike about ClientPoint?
OO
Owen O M
06/26/17
"Has been a major benefit to our sales & marketing team"
What do you like best about ClientPoint? It's high tech & allows to get our proposal in front of all the right people faster & more efficiently What do you dislike about ClientPoint?
ZM
Zack M
06/26/17
"Simple and Easy"
What do you like best about ClientPoint? Putting together a proposal has never been easier, we rely on Paperless Proposal for a very quick response turn around for our customers.
AU
Anonymous User
06/26/17
"Paperless Proposal - Great Review"
What do you like best about ClientPoint? How it captures all of our client information and can put it into report format we need. What do you dislike about ClientPoint?
SC
Steve C
06/26/17
"Great interface, easy to use"
What do you like best about ClientPoint? It's a very user friendly product and customizable. You can put together a professional proposal in just minutes and make changes simply and quickly if necessary.
AU
Anonymous User
06/26/17
"Ease of Use"
What do you like best about ClientPoint? Fairly user friendly and easy to navigate. What do you dislike about ClientPoint?
DA
Dylan A
06/26/17
"Very user friendly with a massive number of features"
What do you like best about ClientPoint? I love the ability to know when the proposal has been opened, what was viewed and for how long. Paperless has more features that I could possibly use.
DV
Danielle V
06/26/17
"Feature Heavy and Easy way to crank out proposals"
What do you like best about ClientPoint? New to the software from a non-software based proposal editor and loved this. I found the back end to be slick and easy to jump into. The push to MS Word editing was easy and tracking features post send were powerful.
